ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $336,000 | 0.0% | 4,323 | 0.0% | 0.15% | +23.5% |
| Q1 2022 | $336,000 | -49.4% | 4,323 | -45.5% | 0.12% | -47.1% |
| Q4 2021 | $664,000 | +13.1% | 7,939 | 0.0% | 0.22% | +2.3% |
| Q3 2021 | $587,000 | +1.7% | 7,939 | +0.1% | 0.22% | -18.5% |
| Q2 2021 | $577,000 | -40.5% | 7,933 | -46.7% | 0.27% | +250.6% |
| Q1 2021 | $969,000 | -49.9% | 14,875 | -50.9% | 0.08% | -73.2% |
| Q4 2020 | $1,933,000 | -44.7% | 30,295 | +100.2% | 0.29% | -46.0% |
| Q3 2020 | $3,497,000 | +54.9% | 15,135 | +39.1% | 0.53% | -15.0% |
| Q2 2020 | $2,258,000 | -50.2% | 10,880 | -60.4% | 0.62% | -49.1% |
| Q1 2020 | $4,532,000 | +132.2% | 27,460 | +172.4% | 1.23% | +86.8% |
| Q4 2019 | $1,952,000 | +8.6% | 10,079 | +1.0% | 0.66% | -7.5% |
| Q3 2019 | $1,797,000 | -23.4% | 9,983 | -23.7% | 0.71% | -16.9% |
| Q2 2019 | $2,347,000 | +4.5% | 13,092 | +0.4% | 0.85% | -1.4% |
| Q1 2019 | $2,247,000 | +3.5% | 13,038 | -9.5% | 0.87% | -31.9% |
| Q4 2018 | $2,171,000 | -14.5% | 14,411 | +0.6% | 1.27% | +6.1% |
| Q3 2018 | $2,538,000 | +19.2% | 14,323 | +9.4% | 1.20% | +15.2% |
| Q2 2018 | $2,130,000 | +5.3% | 13,098 | +0.4% | 1.04% | -8.8% |
| Q1 2018 | $2,022,000 | +20.9% | 13,040 | +19.2% | 1.14% | +20.8% |
| Q4 2017 | $1,672,000 | +7.2% | 10,942 | +0.7% | 0.94% | +15.8% |
| Q3 2017 | $1,559,000 | +5.2% | 10,870 | +0.4% | 0.82% | -12.9% |
| Q2 2017 | $1,482,000 | +4.1% | 10,832 | +0.0% | 0.94% | +4.1% |
| Q1 2017 | $1,424,000 | +8.4% | 10,828 | +0.3% | 0.90% | +1.5% |
| Q4 2016 | $1,314,000 | +2.7% | 10,792 | +2.7% | 0.89% | -5.0% |
| Q3 2016 | $1,279,000 | +9.6% | 10,512 | +5.0% | 0.93% | -16.6% |
| Q2 2016 | $1,167,000 | +21.7% | 10,007 | +21.0% | 1.12% | +62.9% |
| Q1 2016 | $959,000 | +0.9% | 8,272 | +0.8% | 0.69% | +0.3% |
| Q4 2015 | $950,000 | – | 8,205 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |